| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | GEO | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | −0.9% | −5.9% | +11.8% | +10.1% | +22.5% | +30.3% | +3.8% | — | — | — | — | — | +90.3% | +9.3% | +80.9pp |
| 2025 | +12.6% | −13.2% | +6.8% | +7.1% | −13.2% | −11.8% | +8.2% | −20.0% | −1.2% | −17.2% | −7.1% | +2.3% | −42.4% | +17.7% | −60.1pp |
| 2024 | +2.7% | +10.3% | +15.1% | +5.2% | −2.2% | −1.2% | +1.0% | −4.3% | −7.4% | +18.1% | +87.8% | −1.9% | +158.4% | +24.9% | +133.5pp |
| 2023 | +5.0% | −23.8% | −9.9% | −4.6% | −0.9% | −4.0% | +4.3% | −3.1% | +13.0% | +6.8% | +16.1% | +6.7% | −1.1% | +26.2% | −27.3pp |
| 2022 | −13.2% | −11.4% | +10.9% | −1.2% | +8.9% | −7.2% | −0.6% | +24.7% | −5.9% | +9.9% | +39.7% | −7.4% | +41.3% | −18.2% | +59.5pp |
| 2021 | +3.9% | −19.5% | +7.8% | −29.0% | −5.8% | +37.2% | −2.8% | +12.0% | −3.6% | +9.5% | +2.7% | −7.7% | −9.9% | +28.7% | −38.7pp |
| 2020 | −4.9% | −4.8% | −16.9% | +7.8% | −5.5% | −1.3% | −6.4% | +5.0% | +1.6% | −19.4% | +6.7% | −6.2% | −39.1% | +18.3% | −57.5pp |
| 2019 | +14.5% | +2.8% | −15.5% | +6.8% | +9.5% | −4.2% | −13.0% | −3.6% | +1.0% | −9.6% | −8.9% | +19.8% | −6.8% | +31.2% | −38.0pp |
| 2018 | −4.4% | −3.3% | −3.9% | +12.3% | +10.2% | +11.0% | −4.3% | −2.0% | −0.8% | −10.4% | +5.1% | −15.2% | −9.3% | −4.6% | −4.8pp |
| 2017 | +15.6% | +16.5% | −2.6% | +7.8% | −8.8% | −1.2% | +0.8% | −5.8% | −2.7% | −1.8% | +2.3% | −11.1% | +5.1% | +21.7% | −16.6pp |
A month’s return is its month-end close over the prior month-end’s, so a year’s figure is exactly the product of its twelve monthly cells — no separate annualisation, no resampling. A blank cell means no return exists for that month (the series had not started, or it is the very first month-end, which has nothing to be measured against). Blank is never zero.
Basis. GEO is on the total return (splits + dividends) basis, SPY on the total return (splits + dividends) basis. Both columns are on the same basis, so the Δ column is a like-for-like difference.
Partial years. A year marked “ytd” or “part” does not cover the full calendar year: either the stored history starts inside it (the figure is measured from the first month-end present) or the data stops before December (the figure runs through the last stored close). The row’s own tooltip names the exact boundary. It is never dressed up as a calendar-year return.
End of day. These are stored end-of-day closes, and the window is anchored on the LAST stored bar rather than today’s date — so the newest row ends where the data ends. Nothing here is intraday.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 62% | 52% | 71% | 67% | 43% | 38% | 57% | 52% | 43% | 62% | 57% | 43% |
| Median | +3.9% | +0.2% | +6.6% | +6.8% | −0.9% | −1.3% | +1.0% | +1.9% | −0.8% | +4.5% | +2.5% | −1.4% |
| Best | +16.8% | +16.5% | +47.5% | +25.5% | +22.5% | +37.2% | +17.6% | +24.7% | +18.7% | +34.9% | +87.8% | +69.7% |
| Worst | −17.9% | −23.8% | −16.9% | −29.0% | −13.2% | −11.8% | −13.0% | −42.1% | −13.6% | −19.4% | −19.5% | −15.2% |
| vs SPY ⓘ | +1.1pp | −0.4pp | +3.2pp | +3.3pp | −1.4pp | +0.3pp | −1.8pp | −1.8pp | +0.7pp | +2.0pp | −0.8pp | −1.4pp |
252 monthly observations across 2005–2026, benchmark SPY. The highlighted column is the current calendar month. Months are calendar months, not rolling 30-day windows.
